Are there ways to combat inflation other than by raising interest rates?
18 Jul 2023 – Dr Shane Oliver, Chief Economist at AMP, discusses the impact of interest rates and alternatives for fighting inflation.
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Five Charts on Investing to Keep in Mind in Rough Times Like Now
Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses five charts focusing on critical aspects of investing that are insightful in times of market stress.
Read MoreShares Hit More Turbulence – Banks, Inflation, Rates and Recession Risk
Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses how US regional bank failures have joined inflation, interest rates and recession risk as concerns for markets.
Read MoreEight Reasons the RBA Should Now Pause
The RBA increased the cash rate by another 0.25%, but its commentary was far less hawkish – here are eight reasons AMP’s Dr Shane Oliver thinks the RBA should now pause.
Read MoreNine Key Lessons for Today from the 1970s, 80s and 90s
AMP Head of Investment Strategy & Chief Economist Dr Shane Oliver discusses the lessons from the high inflation experience of the 1970s and its aftermath in terms of today’s inflation problems.
Read MoreSeven Key Charts for Investors to Keep an Eye on
AMP’s Shane Oliver looks at charts on global business PMIs; US inflation; jobs; inflation expectations; earnings revisions; earnings yields versus bond yields; and the US dollar.
Read MoreThe RBA Hikes Rates by Another 0.25% – Are we there Yet?
The AMP’s Dr Shane Oliver discusses the RBA’s rate hike and explains why, with inflationary pressures easing globally & showing signs of doing so here as well, he believes the cash rate is near the top.
Read More7 Reasons Oz Shares Will Likely Outperform Global in the Medium Term
Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, explains why he believes Australian shares are likely to outperform global shares over the medium term.
Read More2023 – A List of Lists Regarding the Macro Investment Outlook
Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, explains why he thinks 2023 is likely to remain volatile with a high risk of the 2022 lows being retested.
Read MoreReview ’22 / Outlook ’23: Expect a rough ride, but better returns
In the final Insights column we’ll be running for the year, AMP’s Dr Shane Oliver rules a line on 2022 and suggest some likely trends he’s expecting for 2023.
Read MoreFive Medium-Term Inflation Pressures and Implications for Investors
AMP’s Dr Shane Oliver discusses the surge in inflation and why he thinks it will constrain medium term investment returns compared to the pre pandemic years.
Read MoreShares May Have Bottomed
The ride for shares may still remain choppy & new lows can’t be ruled out, but AMP’s Shane Oliver explains why he believes there is a fairly good chance we’ve seen the bottom.
Read MoreSeven Reasons Why Australia Should Be Able to Avoid a Recession
In his weekly Insights column, AMP Chief Economist Dr Shane Oliver provides seven reasons why he believes Australia should be able to avoid a recession.
Read MoreSeven Things for Investors to Keep in Mind in Rough Times Like These
In this week’s Insights column, AMP’s Shane Oliver takes a look at the ongoing volatility in share markets and suggests a few key things for investors to keep in mind.
Read MoreThe Perils of Investment Forecasting – Three Things to Consider
AMP’s Shane Oliver looks at how the increasing noise around economies and investment markets highlights the need for investors to have a disciplined approach to investing.
Read MoreFive Reasons the RBA was Right to Slow Down and Why the Top Is Near
AMP Chief Economist Shane Oliver takes a look at the RBA’s latest interest rate decision and explains why he thinks it made sense to slow down the pace of interest rate hikes.
Read MoreShares Sliding Again – Is there Any Light at the End of the Tunnel?
Markets remain under pressure from high inflation, rising rates, and the increased threat posed by recession. AMP’s Shane Oliver looks for some light at the end of this long, dark tunnel.
Read MoreWhy Australia’s Productivity Challenge Matters and What to Do about it
AMP’s Shane Oliver looks at the challenge posed by Australia’s slowdown in productivity growth which is attracting more discussion lately given falling real wages and the Jobs and Skills Summit.
Read MoreSeven Key Charts for Investors to Keep an Eye on
In this week’s Insights column, AMP’s Shane Oliver takes a look at seven charts he sees as critical for the investment outlook over the oncoming weeks and months.
Read MoreThree Reasons Why this Property Downturn will Likely Be Different
AMP’s Shane Oliver looks at the outlook for home prices and details three reasons why he thinks this downturn will likely be deeper and the recovery slower than in past cycles.
Read MoreBooms, Busts and Investor Psychology
Investment markets are driven by more than just fundamentals. AMP’s Shane Oliver looks at how investor psychology plays a huge role and helps explain why asset prices go through periodic booms and busts.
Read MoreWhy Investors Need to Be Aware and Wary of Investment Cycles
AMP’s Shane Oliver looks at how cyclical fluctuations – a key aspect of investment markets – are mostly driven by economic developments and magnified by swings in investor sentiment.
Read MoreWhy the Cash Rate Is Likely to Peak with a 2 Rather than a 3 in Front of it
AMP’s Shane Oliver takes a look at the outlook for the RBA’s cash rate following its latest hike and explains why he believes the consensus expectations for rates to rise above 3% are too hawkish.
Read MoreThe Good News in the Plunge in Markets
AMP’s Shane Oliver takes a look at the medium-term return potential for major investment assets classes, in which – assuming inflation is tamed – he sees the possibility of some upside.
Read MoreInflation in the 70s – Baby Boomer Fantasy or Nightmare?
AMP’s Dr Shane Oliver takes a look at the 1970s experience with inflation and its relevance to today’s problems, and explains why he believes central banks must focus on getting inflation back down.
Read More2021-22’s Poor Investment Returns – the Bad News and the Good
In this week’s Insights column, AMP’s Shane Oliver reviews the performance of investment markets over the last 12 months and takes a look at the outlook for the 12 to come.
Read MoreAustralia’s Achilles’ Heel – High Household Debt and Rising Rates
AMP’s Shane Oliver looks at the risks posed by the combination of high household debt levels in Australia and rising interest rates: to him, it’s not as bad as it looks, but it’s still an issue.
Read MoreThe Plunge in Shares & Flow on to Super
AMP’s Shane Oliver looks at the key things for investors to keep in mind in light of the recent falls in share markets and the flow on to superannuation returns.
Read MoreFalling Confidence and Home Prices will Limit RBA Tightening
AMP Chief Economist Shane Oliver believes greater sensitivity to higher interest rates will cap how much the RBA hikes to well below market expectations for a cash rate of 4% or more.
Read MoreExpect a 10-15% Top-to-Bottom Fall in National Property Prices
May saw Australian housing prices fall for the first time since the pandemic. AMP’s Shane Oliver uses this week’s Insights column to look at where things in this key market are headed from here.
Read MoreWhat Does the New Government Mean for Investors?
In a special Insights column, AMP’s Dr Shane Oliver takes a look at the outcome of the Australian Federal election and how it might affect the various markets.
Read MoreThe Falls in Share Markets – the Bad News and the Good
It is, to put it mildly, a tough old market at the moment, buffeted from every angle and right across the spectrum. AMP Chief Economist Shane Oliver takes a look at things from both sides: the good and the bad.
Read MoreAnother Five Great Charts on Investing in Times of Uncertainty
Successful investing can be really hard in times like the present when share markets are down sharply & very volatile. AMP’s Shane Oliver has some more handy charts to help you in this regard.
Read MoreThe 2022 Australian Federal Election and Investors
With a federal election looming and a fair chance of a change in government, AMP’s Shane Oliver this week looks at the potential implications for investors as we head to the polls on May 21.
Read MoreAustralian Housing Slowdown Q&A
What impact will higher interest rates have on the Australian property market? How far will prices fall? AMP’s Shane Oliver looks at these and other issues in this week’s Insights column.
Read MoreFive Particularly Useful Charts for Investing in Uncertain Times
Successful investing can be very difficult in times like the present with immense uncertainty. AMP’s Dr Shane Oliver gives us five charts aimed at navigating troubled waters.
Read MoreImplications for Australia and Investors of Rising US Rates
In this week’s Insights column, AMP’s Shane Oliver looks at what the US Federal Reserve’s decision to start raising interest rates means for Australia and Australian investors.
Read MoreAnother Energy Shock and the Threat from Higher Petrol Prices
In his Insights Column this week, AMP’s Dr Shane Oliver looks at what the 30%+ surge in global oil prices following the start of the war in Ukraine might mean for local and global markets.
Read MoreFive Big Picture Implications of the War in Ukraine
In his Insights column this week, AMP’s Shane Oliver looks at the war in Ukraine, five big picture implications of relevance to investors and why Australian shares are holding up a bit better than global shares.
Read MoreThe Escalation in Ukraine Tensions – Implications for Investors
As the world, and global markets, turn their focus toward the Ukrainian crisis, AMP’s Shane Oliver looks at the situation from a number of different angles and its potential ramifications for investors.
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